Roger Kay Quotations | Page 2

The faster the obsolescence, the better the deals on existing stuff.

These types of enterprise services are typically available only to large organizations. By offering this portfolio to its mid-market customers, Gateway is providing them with a class of services not normally within their reach. Working through partners, Gateway is able to deliver services tailored appropriately for its customer set.

The company needs to get beyond where (Inouye) has taken it. Gateway needs a visionary. He's an operations guy.

This is part and parcel of an effort on Microsoft's part to make the launch of Vista really interesting.

If I were inside Dell, I would be using Apple as the benchmark. Apple has totally wowed the computer world. They are the company to beat.

They have a huge cash flow that finances a whole city of people, and yet where you can grow from there is actually fairly limited. Microsoft's stock price isn't going anywhere, and in that environment, politics that were background noise rise to the foreground.

Competitors have beefed up their offerings and reset pricing. These other guys have finally gotten their act together.

This is not an easy thing to sort through.

The momentum right now is favoring AMD. That seems to have been the case for six months in terms of people being aware of it, but more like 18 months in terms of AMD having an impact on the market.

Intel is in a position to tip the balance on this one, and in fact seems likely to do so,